Free PM Templates & Guidance Sheets

Project Planning 
Getting it right first time! Here is a popular template for the initial, high level project plan or definition. It covers all of the bases:
why, what, how, when, who, where, how much, risks, issues, constraints and the like.
ProjExc Project Definition Form Template

Once the definition is agreed, the next step in planning the project is the project management plan.  This is much more than a Gantt Chart, and the usual headings are shown in this mind map.


Project Execution
Project execution normally incorporates detailed specification of the outputs, followed by a unique mix of make and/or buy, and in turn that goes through some form of acceptance.  Most organisations have their own templates for these activities.

Project Control & Reporting
Simply stay in control of project Issues, Actions and Risks during the life of the project using these simple proven registers.

Project Completion
Essential to the success of future projects is reviewing and closing the project, providing invaluable knowledge for the next projects.

Project Governance
This useful guidance sheet helps explain governance and the roles of key stakeholders.

Project Portfolio Management
One of the benefits of Portfolio Management is that it can add a valuable layer of governance, providing an ‘early warning system’. Read more in this guidance sheet.

Useful Project Management Templates on the Web
The UK DTI offers for free templates for Business Plan, Project Brief, Project Initiation Document (PID), Quality Plan, Progress Report, Highlight Report, Issue Log, Change Request Log and Risk Management. They are consistent with PRINCE2. ProjectSmart has some generic free templates, but most are chargeable. BusinessBalls has some great blank templates for free, which can be modified to suit your project requirements.

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